Principle Wealth Partners LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1743413 MADISON, CT

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,264,061

+$67,842 QoQ

Shares Held

15,296

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,212

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $128,135,150 across 5 Banks - Diversified names. WFC ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	357,917	$117,156,971
2	BAC	Bank Of America Corp /De/	124,832	$7,112,927
3	BNY	Bank of New York Mellon Corp	15,930	$2,303,637
4	WFC	Wells Fargo & Company/Mn This page	15,296	$1,264,061
5	C	Citigroup Inc	2,126	$297,554

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,264,061	15,296	+1.8%	Shares	Sole	2026-08-07
2026-03-31	$1,196,219	15,026	+1.8%	Shares	Sole	2026-05-07
2025-12-31	$1,375,445	14,758	+0.3%	Shares	Sole	2026-02-06
2025-09-30	$1,233,830	14,720	0.0%	Shares	Sole	2025-11-03
2025-06-30	$1,179,366	14,720	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$1,053,877	14,680	-6.4%	Shares	Sole	2025-05-06
2024-12-31	$1,101,363	15,680	0.0%	Shares	Sole	2025-01-29
2024-09-30	$885,763	15,680	0.0%	Shares	Sole	2024-11-13
2024-06-30	$931,235	15,680	-17.8%	Shares	Sole	2024-08-13
2024-03-31	$1,105,934	19,081	+7.3%	Shares	Sole	2024-04-23
2023-12-31	$875,033	17,778	-0.2%	Shares	Sole	2024-02-05
2023-09-30	$728,206	17,822	0.0%	Shares	Sole	2023-11-01
2023-06-30	$760,642	17,822	-2.9%	Shares	Sole	2023-07-31
2023-03-31	$686,109	18,355	0.0%	Shares	Sole	2023-05-10
2022-12-31	$757,877	18,355	-0.4%	Shares	Sole	2023-02-02
2022-09-30	$741,415	18,434	0.0%	Shares	Sole	2022-11-14
2022-06-30	$722,059	18,434	-0.8%	Shares	Sole	2022-08-02
2022-03-31	$900,386	18,580	-4.6%	Shares	Sole	2022-05-12
2021-12-31	$934,170	19,470	-8.9%	Shares	Sole	2022-02-11
2021-09-30	$991,503	21,364	-0.0%	Shares	Sole	2021-11-16
2021-06-30	$968,028	21,374	-5.7%	Shares	Sole	2021-08-13
2021-03-31	$885,521	22,665	+5.9%	Shares	Sole	2021-05-18
2020-12-31	$645,912	21,402	+147.5%	Shares	Sole	2021-02-16
2020-09-30	$203,337	8,649	-23.9%	Shares	Sole	2020-11-16
2020-06-30	$290,944	11,365	-2.0%	Shares	Sole	2020-08-14
2020-03-31	$332,776	11,595	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.